Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADDELL & ASSOCIATES LLC | COM | 2501 | $459,801 | 1,872 | 0.00 | 0.00 | 50 | 2.74 | 12-31-2023 |
MADRONA FINANCIAL SERVICES LLC | COM | 2502 | $460,135 | 1,871 | 0.00 | 0.00 | 64 | 3.54 | 03-31-2024 |
STILES FINANCIAL SERVICES INC | COM | 2503 | $459,926 | 1,870 | 0.00 | 1,870 | +Inf | 03-31-2024 | |
D L CARLSON INVESTMENT GROUP INC | COM | 2504 | $468,529 | 1,870 | 0.00 | 0.00 | 74 | 4.12 | 12-31-2023 |